About Us

We specialise in working with Business Owners in the Harrogate area. We have two particular areas we focus on:

We help business owners plan their retirement and exit their companies earlier, saving them time, making their money work harder and reducing risk so they can retire happy and with more money in their pockets than they had imagined.

We also help business owners going through personal life changes such as divorce which can have considerable effect not only on their personal finances both also on their businesses.

We offer a new, exciting, personal touch to a Financial Life Planning process to clients.

We work closely with our clients to clearly understand their Life Goals and listen to their Aspirations both in their personal life and their business.

We have been providing unbiased independent financial advice for over 10 years and fully integrate our close family values into our client relationships.

You naturally want integrity, attention to detail and complete professionalism in your Financial Planner. At Imagine Financial Planning, that's exactly what you get!

We are members of the following professional organisations:

• Chartered Insurance Institute -  http://www.cii.co.uk/cii.aspx

• Personal Finance Society -        http://www.thepfs.org/pfs.aspx

• Institute of Financial Planning - http://www.financialplanning.org.uk/

The Team

Nigel Woods Dip PFS

Financial Planner

I completed the highly regarded Diploma in Financial Planning in 2010 and I'm currently working towards Certified Financial Planner status. My work life balance is important and away from the office, I enjoy a busy life with Wendy and my daughters Charlotte and Emily.

Mobile: 07711 460 482

Email: nigel@imaginefp.com

nigelwoods1

Paul Woods BA Hons Dip PFS

Financial Planner

I moved to Harrogate five years ago and live with my partner Drew. My interests away from work include politics, swimming and spending time in Andalucia. I enjoy developing my Financial Planning skills and in addition to working towards Certified Financial Planning status, I have completed the "Seven Stages of Money Maturity" through the Kinder Institute.

Mobile: 07711 460 481

Email: paul@imaginefp.com

paulwoods1

Gail Braithwaite BA Hons, Dip M, Dip MRS

Client Services Director

Having spent many years working in improving business performance, I am continuing to develop my skills in Financial Planning and the opportunities forward planning can bring to a busy lifestyle. My work life is balanced with time spent with my husband David and my teenage children Hannah and Andrew.

Email: gail@imaginefp.com

gailbraithwaite

Chris Lynch FPC 1-2-3

Independent Financial Adviser - Mortgage Specialist

I am always keen to develop my skills. I stay focused on the mortgage and protection market as it is a rapidly changing and difficult to understand enviroment this means clients can be assured of receiving the very best advice.I was born in Harrogate. My interests away from work are spending time with my wife Sue , Playing table tennis, Crown green Bowls and being the sound engineer / manager for the band that 3 of my 4 sons are in, all of which contributes to a busy healthy life work balance.

Email: chris@imaginefp.com

Emma Shepherd

Paraplanner

I work behind the scenes at Imagine Financial Planning and complete detailed research for clients and support the Financial Planners in delivering solutions to our clients.

http://www.saintmichaelshospice.org/

We have decided to work closely with the local charity Saint Michael's Hospice.

Saints Michael's relies on the generosity of its supporters to help raise more than 80 per cent of the funds needed to deliver vital service in the local community. Recent estimates show that two thirds of people will need palliative care in the last years of their lives. As more people live longer in the future this service will continue to rise.

" Joining the Business 500 club gives a real satisfaction that Imagine Financial Planning is helping to make a real difference to the lives of local people"